Supporting Your Journey to Success

Are you a small to medium-sized organisation or a not-for-profit in the UK considering the implementation of Microsoft Dynamics 365 Business Central or Dynamics 365?

We understand that this can be a daunting task, especially if you are currently using older or legacy systems and guide you through every step of the process, ensuring a smooth and successful transition.

Our Role in Your Dynamics Implementation

Project Management and Business Analysis: We will provide comprehensive project management and business analysis services. This means we will help you define your requirements, set realistic timelines, and ensure that all aspects of the project are meticulously planned and executed.

Information and Guidance: We will equip you with all the necessary information to appoint the right Dynamics partner. This includes helping you understand the capabilities of Dynamics 365, how it can be tailored to your specific needs, and what to look for in a partner.

Legacy Systems and Process Conversion: If you are using older systems or processes, we will assist in converting these into Dynamics 365. This ensures that your new system is fully integrated and that there is minimal disruption to your operations.

Becoming Part of Your Team: We will work closely with you, becoming an integral part of your team. Our goal is to ensure that the appointed Dynamics partner has a clear understanding of your requirements and that the project stays on track.

Interface Between Organisation and Partner: We will act as the interface between your organisation and the Dynamics partner. This means we will facilitate communication, resolve any issues that arise, and ensure that both parties are aligned and working towards the same goals.

Addressing Your Concerns

We understand that you may have several concerns about implementing a new system. Here are some common worries and how we address them:

Complexity of the Project: Implementing a new system can seem overwhelming. Our structured approach to project management ensures that every step is clear and manageable.

Disruption to Operations: We aim to minimise disruption by carefully planning the transition and ensuring that your team is well-prepared for the change.

Choosing the Right Partner: With our guidance, you will have all the information you need to choose a Dynamics partner that is the best fit for your organisation.

Integration with Existing Systems: We will help you convert and integrate your legacy systems into Dynamics 365, ensuring a seamless transition.

Ongoing Support: Our support doesn’t end with the implementation. We will be there to assist with any issues that arise and to ensure that your new system continues to meet your needs.

By partnering with us, you can be confident that your Dynamics 365 implementation will be a success. We are committed to supporting you every step of the way, from initial planning to final implementation and beyond.

Let’s embark on this journey together and transform your organisation with Microsoft Dynamics 365.

Why do you need help?

As part of our comprehensive support service, we will provide a range of essential project artefacts to ensure the success of your Microsoft Dynamics 365 implementation. Our project plan will outline the scope, objectives, timelines, and key milestones, providing a clear roadmap and ensuring all stakeholders are aligned. To proactively manage potential risks, we will maintain a risk log that identifies risks, their impact, and mitigation strategies, thereby reducing the likelihood of project delays or failures. Our business analysis documentation will capture the current state of your business processes and identify areas for improvement, ensuring the new system addresses all business needs and enhances efficiency.

We will also define both functional and non-functional requirements. Functional requirements will specify what the system should do, including features and functionalities, providing a clear understanding of the system’s capabilities. Non-functional requirements will define performance, security, and usability criteria, ensuring the system is reliable, secure, and user-friendly. User stories will describe the system’s functionality from the end-user’s perspective, helping to create a user-centric system that meets actual needs.

To ensure the system is thoroughly tested, we will develop test plans and test cases, identifying and resolving issues before go-live. Training materials will be provided to guide users on how to use the new system, facilitating a smooth transition by ensuring users are comfortable and proficient. Our change management plan will manage the transition from the old system to the new one, minimising disruption and resistance. Additionally, a communication plan will define how information will be communicated to stakeholders throughout the project, ensuring everyone is informed and engaged.

Finally, a post-implementation review will evaluate the project’s success and identify lessons learned, providing insights for future projects and ensuring continuous improvement. By providing these artefacts, we ensure that every aspect of the project is well-documented, planned, and executed, helping to manage expectations, reduce risks, and ensure the successful implementation of Microsoft Dynamics 365.

Here’s a list of essential project artefacts we will provide to ensure the success of your Microsoft Dynamics 365 implementation, along with their purposes and benefits:

By providing these artefacts, we ensure that every aspect of the project is well-documented, planned, and executed. This comprehensive approach helps in managing expectations, reducing risks, and ensuring the successful implementation of Microsoft Dynamics 365.

Microsoft Teams

To ensure all stakeholders are kept up to date with actions and have access to the right information at the right time, we will utilise Microsoft Teams throughout the project. This platform allows for seamless communication and collaboration, making it easier to manage the project effectively. We may establish two separate Teams: one for the project board and another for the vendor and wider audience. This approach ensures that each group receives relevant updates and information tailored to their specific needs.

Using Microsoft Teams in this way offers several benefits. It provides a real-time communication channel where stakeholders can quickly share updates, ask questions, and resolve issues. This immediacy helps to keep the project on track and ensures that everyone is informed about the latest developments. Additionally, having dedicated Teams for different groups enhances governance by ensuring that sensitive information is only accessible to those who need it, while still keeping the wider audience informed about general progress.

Overall, this real-time approach fosters a collaborative environment, reduces the risk of miscommunication, and ensures that the project is managed efficiently and transparently. By leveraging Microsoft Teams, we can maintain clear and consistent communication, which is crucial for the successful implementation of Microsoft Dynamics 365.

Handling feedback through Microsoft Teams will be an integral part of our project management strategy. We will create dedicated channels within Teams where stakeholders can provide their feedback in real-time. This allows for immediate responses and ensures that any concerns or suggestions are addressed promptly. By using Teams, we can keep all feedback organised and accessible, making it easier to track and follow up on any issues.

Additionally, we will schedule regular feedback sessions and meetings within Teams to discuss progress and gather input from all stakeholders. This structured approach ensures that feedback is not only collected but also acted upon, fostering a collaborative environment where everyone feels heard and valued. By leveraging the capabilities of Microsoft Teams, we can maintain open lines of communication, enhance transparency, and ensure that the project remains aligned with the needs and expectations of all involved.

To ensure all voices are heard, we will foster an inclusive and open communication environment within Microsoft Teams. We will encourage active participation by creating dedicated channels for feedback and discussions, where everyone can share their thoughts and ideas freely. Regularly scheduled meetings and feedback sessions will be held to provide structured opportunities for stakeholders to voice their opinions and concerns.

We will also implement a system for tracking and addressing feedback, ensuring that every comment is acknowledged and considered. By promoting a culture of openness and respect, we can make sure that all stakeholders feel valued and heard. This approach not only enhances collaboration but also ensures that the project benefits from diverse perspectives, leading to more comprehensive and effective solutions.